News Pathfinder in the News

Pathfinder Wealth Consulting, an independent advisory and financial planning firm with offices in Wilmington and Cary, North Carolina, today announced that CEO and Wealth Advisor Jason Wheeler, CPWA®, CFP®, CLU®, ChFC®, AIF®, has been named to the Forbes 2025 Best-in-State Wealth Advisors list.

Teaching financial literacy for kids isn’t just practical—it’s about giving them the tools to handle life’s challenges. Early lessons about saving, spending, and planning can set them up for success. Helping kids understand how to manage money can create habits that stick with them and help them make smart choices in the future.

Divorce is one of life’s most challenging transitions—emotionally and financially. After years of building a shared financial life, you’re suddenly faced with untangling everything, from your finances to your future plans. When navigating the financial side of divorce, questions like, “What happens to our house? How will I manage on my own? What’s fair when dividing everything we’ve built?” are essential to address. The good news? With a clear understanding of your options and proactive planning, you can create a solid foundation for your post-divorce life.

National Credit Education Month each March was designed as a month-long stretch every year where Americans are encouraged to prioritize their finances, particularly around credit; whether that be paying off debt, getting finances more organized, or simply gaining a deeper understanding of credit and debt. In keeping with that spirit, your Pathfinder team thought it would be prudent to provide insight into some best practices to avoid debt.

While the allure of executive compensation packages is evident, the true value lies in the strategic planning that can unlock their full potential. Let’s explore how to identify the critical components and why consulting with a professional wealth advisor can make all the difference.

If you’ve decided to change jobs, congratulations! This is an exciting step forward in your career. But do you know what to do with a 401(k) after leaving a job?  While not a certainty, the possibility of changing jobs at least once during a career has significantly grown over time. According to the Bureau of Labor Statistics, in 2024, the median number of years that wage and salary workers stayed at one job was 3.9 years, down from 4.1 years in 2022. Whatever the reason, people are spending less time than ever at one employer, which means there are more decisions to be made about what to do your retirement savings when you leave your job.

If you live in North Carolina and need help preparing your taxes, you’ve come to the right place. Tax filing season can be stressful, and professional tax preparation can be expensive. The good news is, there are a variety of free tax prep resources in North Carolina to help you file your taxes.

Financial scams are an ever-present threat, and the scammers are only getting more skilled, evolving their tactics to take advantage of even more unsuspecting victims.